Job Description

Job Specifications Required :1. Servicing franchisee & existing PMS clients.2. Build a good rapport with them by providing market information & current portfolio status.3. Cross selling of Equity, Mutual Fund & PMS products.4. Having strong analytical & communication skills.5. Ability to learn and be updated in line with the capital markets & current affairs.6. Achieving desired sales targets.7. Daily update the work to the reporting manager by EODQualifications : - An MBA/PGDM - (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.- Experience - Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI- Clients from BFSI sector with good business /market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.Desired Skill Set : - Ability to inspire trust and confidence in clients. - Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being. - A thorough understanding of financial markets, their behavior, movements and expectations with respect to market. - Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients - thus generating insights for clients - Good oral and written communication skills with clarity of thought, speech and expression - Good interpersonal skills - Good Analytical Skills- General Competencies : - Positive attitude, socially effective, high level of perseverance and patience - Assertive & hard working - Result oriented (ref:updazz.com)

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